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BayCom
BCML

69 hedge funds and large institutions have $113M invested in BayCom in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.14% more ownership

Funds ownership: 53.68% → 54.82% (+1.1%)

0% more funds holding

Funds holding: 69 → 69 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $118M → $113M (-$5.16M)

30% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 30

Holders
69
Holders Change
–
Holders Change %
0%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
21
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.45M
2
Cerity Partners
Cerity Partners
New York
+$1.69M
3
BCM
Bridgeway Capital Management
Texas
+$1.31M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$469K
5
EF
Empowered Funds
Pennsylvania
+$375K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$5.86M
2
RA
Royce & Associates
New York
-$1.71M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$690K
4
BCM
BHZ Capital Management
California
-$540K
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$507K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$530K -$10.4K -628 -2%
Prudential Financial
27
Prudential Financial
New Jersey
$505K +$4.95K +300 +1%
Millennium Management
28
Millennium Management
New York
$491K -$370K -22,410 -43%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$469K +$152K +9,206 +49%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$403K – – –
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$397K +$974 +59 +0.2%
Ameriprise
32
Ameriprise
Minnesota
$396K -$20.8K -1,259 -5%
EST
33
EA Series Trust
Pennsylvania
$379K +$375K +22,727 New
EF
34
Empowered Funds
Pennsylvania
$379K +$375K +22,727 New
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$356K -$28.6K -1,732 -8%
Morgan Stanley
36
Morgan Stanley
New York
$344K -$45.7K -2,769 -12%
TI
37
Trexquant Investment
Connecticut
$340K +$166K +10,071 +97%
Invesco
38
Invesco
Georgia
$324K -$1.6K -97 -0.5%
HA
39
Harbor Advisors
Florida
$303K – – –
N
40
Nuveen
North Carolina
$302K – – –
Barclays
41
Barclays
United Kingdom
$274K +$40.6K +2,462 +18%
AA
42
Aire Advisors
California
$253K +$1.5K +91 +0.6%
WT
43
Whittier Trust
California
$215K +$212K +12,865 New
JP Morgan Chase
44
JP Morgan Chase
New York
$166K -$143K -8,680 -47%
Bank of America
45
Bank of America
North Carolina
$137K -$38.6K -2,339 -22%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$131K -$65.4K -3,964 -34%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$126K +$13.9K +841 +13%
MIM
48
MetLife Investment Management
New Jersey
$114K – – –
UBS Group
49
UBS Group
Switzerland
$112K +$37.5K +2,270 +51%
AIG
50
American International Group
New York
$94.3K -$3.27K -198 -3%
1
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3

BCML Hedge Fund Activity: Q2 2023 in Review

69 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in BayCom (BCML) for Q2 2023, worth a combined $113M — down 4.4% from $118M a quarter earlier.

Fund positioning in BCML was balanced in Q2 2023: 6 funds opened new positions, 6 closed out, 21 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $4.45M. The largest seller was Wellington Management Group, cutting an estimated $5.86M.

  • 69 institutional investors held BayCom (BCML) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $113M of BayCom stock for Q2 2023, down 4.4% quarter-over-quarter.
  • 6 funds opened new BayCom positions in Q2 2023 and 6 closed out, a net change of 0 holders.
  • The largest BayCom buyer in Q2 2023 was BlackRock, an estimated $4.45M added.
  • The largest BayCom seller in Q2 2023 was Wellington Management Group, an estimated $5.86M sold.

Based on aggregated 13F filings for Q2 2023.